Vermont Probate

Probate involves managing a deceased person's estate. Attorney-drafted templates make the process fast and easy to complete.

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Vermont Small Estate Package for Estates under $45,000

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Common Vermont Probate documents

  • Will — a document outlining a person's wishes regarding their estate after death.
  • Petition for Probate — a request to the court to start the probate process.
  • Inventory and Appraisement Forms — documents listing the deceased’s assets and their values.
  • Letters Testamentary — official documents granting authority to an executor to manage the estate.
  • Notice of Probate — a formal announcement to interested parties about the probate proceedings.
  • Final Accounting Forms — documents summarizing all financial transactions related to the estate.
  • Estate Closure Forms — documents used to officially conclude the probate process.

Similar documents: key differences

  • Executor vs. Administrator — an executor is named in a will, while an administrator is appointed by the court.
  • Will vs. Trust — a will distributes assets after death, while a trust can manage assets during life and after.
  • Letters Testamentary vs. Letters of Administration — Letters Testamentary are issued when a will exists; Letters of Administration are for intestate cases.
  • Probate vs. Non-Probate Assets — probate assets go through court; non-probate assets transfer directly to beneficiaries.

How to get started

Begin quickly with these simple steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

FAQs

A trust is not necessary if a will sufficiently meets your needs for asset distribution.

If you do nothing, your estate may go through probate under state laws without your wishes considered.

It's wise to update your estate plan after major life events, such as marriage or the birth of a child.

Beneficiary designations typically override wills, so they should align with your overall estate plan.

Yes, you can designate separate agents for financial and health care decisions in your estate plan.

Glossary

  • Probate - The legal process for managing a deceased person's estate.
  • Executor - An individual appointed to carry out the terms of a will.
  • Intestate - Dying without a valid will, leading to state laws governing asset distribution.
  • Beneficiary - A person designated to receive assets from an estate.
  • Testamentary - Relating to a will or the distribution of assets upon death.
  • Letters of Administration - Court documents appointing an administrator for an intestate estate.
  • Estate - All assets and liabilities owned by a person at death.
  • Creditor - An individual or institution owed money by the deceased.
  • Assets - Items of value owned by the deceased, including property and accounts.
  • Will - A legal document stating a person's wishes regarding asset distribution.

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